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Documentation›Dashboard Assistant›How to use it

Dashboard Assistant

How to use it

beta

How to open the assistant, what to ask, how to continue a conversation, and which languages it speaks.

The assistant is designed to be used without a manual: you type what you need, it replies. Below are a few tips to get the most out of the conversation.

Opening the chat

  1. 1

    Look for the sparkle icon

    At the top of the dashboard, next to the title of the page you're on.

  2. 2

    Click to open

    A chat panel slides in from the right. The rest of the page stays visible and clickable.

  3. 3

    Type in the box at the bottom

    Press Enter to send. The assistant starts replying immediately: you'll see the words appear one at a time.

  4. 4

    Close when done

    Click the X at the top right of the panel, or the sparkle icon again. The conversation stays saved.

What you can ask

There is no list of commands: talk to it the way you would to a colleague. Here are a few real examples to get started.

  • Explore your data. "How many calls did I get last week?", "Show me today's longest calls", "What was the most common request this month?".
  • Understand the platform. "What does the 'Handles calls' column do?", "How does the Workflows page work?", "What does 'Available for calls' mean?".
  • Set things up. "Add a contact named John Smith with phone 333…", "Update Monday's opening hours", "Create a FAQ about cancellation policies".
  • Move around the dashboard. "Take me to the agents page", "Open today's inbound calls", "I want to see the knowledge base".
  • Summarise and analyse. "Summarise this call for me", "Analyse yesterday's longest call and tell me what went well".

It knows where you are

If you are already on an agent's page, a call's page or a contact's page, you can simply say "analyse this call" or "edit this agent's prompt": the assistant understands what you mean without having to paste any IDs.

Conversation and history

Every conversation is saved and picked up again next time you log in, even from another device. You can continue right where you left off: the assistant remembers previous messages and understands phrases like "and Monday's?" after looking at Tuesday's calls.

  • To start from scratch without prior context, use the "New conversation" button at the top of the panel.
  • When you switch organisation, the assistant automatically starts a new conversation: data from one company never mixes with another's.
  • The conversation title is chosen automatically after the first exchange, so you can find it easily later on.

Supported languages

The assistant replies in the language of your dashboard. If your interface is in English, it answers in English; if you change the language from your profile, the assistant adapts too. Supported languages are Italian, English, French, German and Spanish.

Be specific when it matters

For sharper answers, mention the time range ("this week", "yesterday"), the amount ("the top 5") and the outcome you care about ("completed", "no answer"). The clearer the request, the more useful the reply.

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